With market concentration and top-heavy-ness a reality, how narrow is the path forward for investors to tread? There is an argument for harvesting beta, but there is also the presence of powerful stimulus in US markets from a loosening Fed and benevolent tax policy - both of which can propel equity markets further into the horizon. This propulsion is evident over-seas as well as in the US, allowing investors the choice to diversify via region. Joining today's episode for his brilliant take at the beginning of a big week for US - and maybe global - earnings is Fidelity’s Head of Global Macros Jurrien Timmer.

Recorded on November 17, 2025.

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